See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,740 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,875 | $136,307-19.4% | $177,821-38.2% | $73,488+49.5% |
| Participation rate | 64.4% | 86.1%-21.7pp | 87.7%-23.3pp | 70.7%-6.2pp |
| Annual return | 11.95% | 18.68%-6.7pp | 48.32%-36.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,676 | $5,829-2.6% | $7,714-26.4% | $3,740+51.8% |
| Admin fee / account holder | $15 | $596-97.6% | $12,427-99.9% | $513-97.2% |